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We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 115 – Strategies to Increase Happiness in Retirement

September 9, 2019

In this week’s episode, Victor discusses the idea of being happy in retirement. What are ways people can find joy in retirement and bring down stress? Victor also spends some time giving the latest update to the Medical Aid in Dying for the Terminally Ill Act (or the “Right to Die Act”) Click here to…

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Make It Last – Ep 114 – Difference Between Retirement Planning & Financial Planning

September 9, 2019

Are retirement planning and financial planning the same thing? NO! In this episode I discuss the differences between them. I also talk a little about the rising nursing home costs and give you an update in what’s happening with the Aid in Dying for the Terminally Ill Act For a FREE guide on some top…

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Make It Last – Ep 113 – 5 Key Decisions You Have To Consider in Retirement & Retiring on a Shoestring

August 7, 2019

How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses The 5 Key Decisions You Have to Consider In Retirement. For a FREE RETIREMENT CHECKLIST, text the word CHECKLIST to 609-554-5936. Make sure you’re on the right track for retirement! Listen to the episode…

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10 Important Ages for Retirement Planning

June 10, 2019

Here is a link to an article that discusses the 10 important ages for retirement planning. Click here to read more.

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Finding The Right Mortgage Can Be Confusing

June 7, 2019

Ask yourself these questions to make it easier. Click here to read more.

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Retirement Saving is Easier Than Dieting

June 5, 2019

The good news is that, in one respect, retirement saving is easier than dieting: If you fall off the wagon, you can start again and feel better immediately. Click here to read more.

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The Long-term Consequences Of Decisions Made About Retirement

June 3, 2019

There are so many decisions to make about your retirement — and some can have long-term consequences. Click here to read more.

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Wills Are Extremely Important Parts Of Estate Planning

June 1, 2019

Wills are extremely important part of estate planning. For confidence that your estate plan fulfills your intentions, speak with your attorney or planner on the proper titling of your assets. Click here to read more

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Estate Planning Conversations Eventually Focuses On The Children

May 30, 2019

Every estate planning conversation eventually focuses on the children, whether they are still minors or are grown, established and independent. Click here to read more.

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Being Concerned About Your Parents Financial Well-being In Retirement Could be Hurting You

May 28, 2019

People who are concerned about their parents’ financial well-being in retirement may be sacrificing their quality of life today out of concern for their own financial future. Click here to read more.

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Speak With Your Estate Attorney Or Financial Planner for Guidance On How Your Company’s Benefits Should Be Titled

May 25, 2019

You should consider speaking with your estate attorney or financial planner for guidance as to how your company’s benefits should be titled; revising your beneficiary designations only takes a few minutes. Click here to read more.

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The Lies People Tell Themselves About Estate Planning

May 23, 2019

The lies people frequently tell themselves to delay or avoid estate planning altogether. Click here to read more.  

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